Do You Need a Mid-Year Tax Checkup?
So many life events provide tax-planning opportunities. See if you need tax help in this week’s Tax Tip.
Financial Advisers—Taking a Comprehensive Approach
We discuss what expertise financial planners bring to the table other than planning for retirement. Many households have a combination of several moving parts that can benefit from financial coordination, including but not limited to the mortgaging of the house, saving for college, managing business assets, personal and business taxes, risk tolerances, debt, 401(k)s and other retirement accounts, and health insurance.
How Does Inflation Affect Me?
If you’re saving for any long-term goal, inflation can have an impact. We explain how inflation affects you in this Question of the Week.
Meet the Experts: Melanie Wells, CFP®
Henssler Associate Melanie Wells, CFP®, explains how we implement the Ten Year Rule, creating a customized financial plan for each client.
In the News: It Depends on Your Financial Plan
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how to begin developing your financial plan using the Ten Year Rule. Read the article here Disclosures: The investments referenced within this article may currently be traded by Henssler Financial. All material presented is compiled from sources believed to be reliable and current, but accuracy cannot…
It Depends on Your Financial Plan
We take a closer look at exactly what a financial plan is and how we go about tailoring a plan to a client’s specific situation.
Not Every Fraud Attempt Comes with a Red Flag
In today’s Marietta Daily Journal, Bil Lako, CFP® explains why financial fraud attempts are getting more sophisticated and what your and your adviser’s responsibilities are to prevent it.
How can I save money on summer travel?
Follow these money-saving tips when planning your next vacation to help make it more affordable. 1. Join a Frequent Flyer Program It will probably take time to accumulate frequent flyer points, but the perks can be worth it. Depending on the program, rewards can include cheaper fares, upgrades, free companion tickets, and more. 2. Be…
Meet the Experts: Logan Daniel, CFP®, CRPC®
Henssler Financial Associate Logan Daniel, CFP®, CRPC®, explains how our Ten Year Rule customizes the allocation of your assets between growth and fixed investments.
How Can I Manage My Money in a Gig Economy?
If you are one of the 16.5 million people who rely on contingent or alternative work arrangements, you need to pay close attention to your finances in order to make up for any gaps in earnings that may occur between jobs. We explain in this Question of the Week.